Sophia Bell

What were the circumstances that caused you to initially look for an adviser?

To help me navigate my Pension options as I had a number of pensions from different companies.

How has Sophia Bell helped you?

Sophia helped me to understand how each of my current pensions worked and what I could do or not do with them. Also the best way to mange them. All was explained in simple non jargon language which helped.

Have you seen the outcome you were hoping for?

I have seen the outcome I wanted. As I know what my options are and if I am on track.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I decided that I would take equity release on my home as opposed to sell down. Aviva was the company I choose after careful research and Sophia was appointed my adviser.

How has Sophia Bell helped you?

After research I decided that draw down would probably suit my needs best. Sophia made visits to my home which suited me perfectly to have one to one contact. My situation was discussed and she advised that draw down was the best way forward. We then went through my annual expenditure to establish my needs to top my state pension etc.Sophia also looked into whether I was legible for any state credits in addition to what I as receiving. All the possible disadvantages were discussed in detail as well as comprehensive paperwork sent for me to red.

Have you seen the outcome you were hoping for?

Sophia suggested figures etc for equity drawdown which I accepted and within a matter of weeks the first cash sum was deposited into my bank account.

What could they have done better?

Nothing could have been better.Sophia was helpful ,and very efficient guiding me through the process.

Please provide a brief comment about your experience with Sophia

We found Sofia to be positively engaging both professionally and personally....definitely CEO material.

Please provide a brief comment about your experience with Sophia

It was a real pleasure speaking to Sophia. She was not only extremely helpful and knowledgeable but also very friendly and very patient.

What were the circumstances that caused you to initially look for an adviser?

My husband and I are at a time of life when we were looking for information and reassurance that our finances are such that we will be able to continue with the same interests and activities that we are currently enjoying. We wanted to be clear that we had not overlooked any possible financial difficulties in the future.

How has Sophia Bell helped you?

Sophia was pleasant and approachable. She helped us work through our current financial situation. She then explained clear the possibilities and implication of equity release, and then advised us regarding our personal situation without bias.

Have you seen the outcome you were hoping for?

We wanted to be clear about our financial position at this point in our lives, and Sophia worked through this with us. We felt ultimately more comfortable about this and more aware of the implications and possibilities should our circumstances change.

What could they have done better?

I am at a loss to find anything Sophia could have done. She was professional, informative, and supportive throughout the discussion. Her friendly manner was encouraging and the comments and suggestions were very useful and illuminating.